ducovest

LDSF:NSD-First Trust Low Duration Strategic Focus (USD)

ETF | Short-Term Bond |

Last Closing

USD 18.94

Change

+0.05 (+0.26)%

Market Cap

USD 0.13B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-28 )

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LDRI iShares Trust

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ETFs Containing LDSF

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Market Performance

  Market Performance vs. Industry/Classification (Short-Term Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.91% 10% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.91% 10% F 57% F
Trailing 12 Months  
Capital Gain 1.01% 11% F 54% F
Dividend Return 3.04% 67% D+ 57% F
Total Return 4.05% 11% F 55% F
Trailing 5 Years  
Capital Gain -8.01% 10% F 44% F
Dividend Return 13.68% 78% C+ 48% F
Total Return 5.66% 10% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain -1.81% 30% F 33% F
Dividend Return 0.98% 80% B- 37% F
Total Return 2.79% 89% A- 63% D
Risk Return Profile  
Volatility (Standard Deviation) 4.06% 80% B- 95% A
Risk Adjusted Return 24.10% 70% C- 57% F
Market Capitalization 0.13B 22% F 42% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.